Fidelity Investments Mutual Fund Family Data Pages

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Performance
01-31-19

Total ReturnCategory Average
Total Return 1.7 6.5 20.2 -5.3 7.0
Category Average 0.0 6.3 18.1 -5.5 6.8
Assets for Each Yr* 1,081.4 1,109.2 1,534.6 1,698.0 1,821.6
*billions

Trailing Returns %
01-31-19

  YTD 3 Year 5 Year    
Fund Family 7.00 11.01 7.66

Key Stats
01-31-19

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,821,606 $0 3.4 96.6
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.4 48.52 0.76 Below Avg
International Stock 3.2 10.43 1.12 Average
Municipal Bond 3.1 1.90 0.57 Below Avg
Taxable Bond 3.9 16.27 0.67 Below Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
18 26 32
10 9 4
1 14 3
Asset Allocation %
Cash 5.1
Stocks 65.9
Bonds 27.5
Other 1.4
Annual Turnover % 34
% Assets in Top 10 3.9
 
Sector Breakdown (% of stocks) 
Sensitive 39.4
Communication Services 2.6
Energy 5.2
Industrials 9.2
Technology 22.5
Cyclical 36.8
Basic Materials 3.5
Consumer Cyclical 13.1
Financial Services 17.4
Real Estate 2.9
Defensive 23.8
Consumer Defensives 6.7
Healthcare 14.9
Utilities 2.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 02-19-19

  Sector YTD Return % % Net Assets  
  Bank of America Corporation* Financial Services 18.22 0.56
  JPMorgan Chase & Co* Financial Services 8.56 0.55
  Amgen Inc* Healthcare -3.21 0.42
  NVIDIA Corp* Technology 17.33 0.36
  Exxon Mobil Corp* Energy 15.93 0.35
  Verizon Communications Inc* Communication Services -0.32 0.34
  Wells Fargo & Co* Financial Services 8.14 0.34
  Comcast Corp Class A* Communication Services 10.28 0.33
  Citigroup Inc* Financial Services 24.53 0.32
  Boston Scientific Corp* Healthcare 12.79 0.30
  Boeing Co* Industrials 29.71 0.25
  Cisco Systems Inc* Technology 15.35 0.25
  Coca-Cola Co* Consumer Defensive -5.32 0.25
  DowDuPont Inc* Basic Materials 2.08 0.24
  Walt Disney Co* Consumer Cyclical 3.52 0.24
  Activision Blizzard Inc* Technology -4.49 0.22
  AT&T Inc* Communication Services 9.11 0.20
  Broadcom Inc* Technology 10.77 0.20
  Humana Inc* Healthcare 6.60 0.20
  Vertex Pharmaceuticals Inc* Healthcare 12.76 0.19
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Worst 5-Year Relative Performance | More
02-19-19

Lowest Expenses | More
02-19-19

Longest Manager Tenure | More
02-19-19

Fund Name Manager Name Average Manager Tenure
Fidelity® Contrafund® William Danoff 28
Fidelity® Growth Company Steven S. Wymer 22
Fidelity® Real Estate Investment Port Steve J. Buller 21
Fidelity® Diversified International William Bower 18
Fidelity® Real Estate Income Mark P. Snyderman 16

Shortest Manager Tenure | More
02-19-19

Fund Name Manager Name Average Manager Tenure
Fidelity Advisor® Industrials I Janet Glazer 0
Fidelity® Select Communication Services Matthew Drukker 0
Fidelity® Select Industrials Janet Glazer 0
Fidelity SAI Total Bond Michael Foggin 0
Fidelity® High Income Michael Weaver 0
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